Add Checklist on Project

This Odoo application allows you to create Checklist for Project and you can link Checklist with the Project. Checklist Percentage will be shown based on those checklist which are completed.

Main Features:

• Separate menu for creating Checklist for Project.
• Link multiple Checklists with the Project.
• You can Complete or Cancel linked checklist of the Project.
• Checklist Percentage will be shown with the checklist on Project.
• Checklist percentage will be count based on number of completed checklists of Project.
• Checklist Percentage is also shown on the Kanban View of Project.
• Complete or Cancel checklist on Project.

Separate menu for Project Checklist

Checklist linked with the Project

Checklist Percentage displayed on the Kanban view of Project

Project Category

Using this application you can configure category of project and assign category to the project

Main Features:

• Separate menu for creating category of Project
• Assign Category to the Project
• You can group by Project by its Category
• Select Project everywhere by its Category
• Category of project is shown in Project Dashboard

Configure Project Category

Assign Category to the Project

Group Projects by its Category

Project Category in Project Dashboard

Select Project by code of its Category

Project Change Request Process

Many times user needs some changes into the Project or particular Task of the project which is assigned to him/her. So using this odoo application user can easily create a Change Request regarding Project/Task. Change Request goes through approval process and at manger will Process the request if he/she find it useful

Main Features:

• User can create Change Request regarding Project/Task.
• Once Change Request is created user will submit it to the manager for the approval.
• Manager can approve or reject the Change Request.
• When manager reject the request then system will ask Reject Reason and reject reason will be linked to the Change Request.
• User with Project > Administrator access can approve or reject request.
• Change Request's Project's manager can also approve or reject request.
• Print Change Request as PDF Report.
• Project > User : Can access their own requests.
• Project > Administrator : Can access all the request.

Create Change Request from here

Submit request to the manager

Notification email sent to the manager

Manager Confirm the request

Notification email sent to the user

Manager Process the request

Notification email sent to the user

Print request as pdf report

Project Checklist

Helps you to Keep Track of Project Progress.

Main Features:

• Import Checklists for Projects.
• Create various Checklists for Projects.
• This Checklists helps you to keep track of Projects completion.

Import Project Checklist

Click on Import Checklist

All Checklists

All the Checklist will be available in all the Projects

Mark Checklist as True

Checklist Progress will be reflected according it

Project Checklist Report

For Helping This module useful print Project checklist report.

Main Features:

• Easy to print Project checkList report.

Print Report

Project Checklist Report

ADD CUSTOM FIELDS ON PROJECT SCREEN

Helps you to Add Custom Fields on Project Screen

Main Features:

• Add Custom field into Project screen.
• Add Custom field on GUI without any technical knowledge.
• uick & Easy to add fileds and listed all custom fields in under one tab.

Project Screen - Custom Fields

Create Project Custom Fields -which you want

Define Name & Select Datatype

Assign Value to your Custom Field(optional)

Separate Menu for your Custom Fields

Print Project Report

For Helping Display the project Task summary.

Key Features:

• Print a project task report.

project Task Form

Report PDF

PROJECT QUICK EDITE

This odoo application use to easy edit project data.

Key Features:

• Easy edit project data with Single click.

Project Edit Option

Project Edit Window

Project Stages

This Odoo application use to add Project Stages.

Key Features:

• This Odoo application use to add Project Stages.

Direct Project Stage Changes

Update Stages

Task Stages automatically update project

Project Task Kanban

Create Task From Lead

This Odoo application allows you to create multiple Tasks from the Lead.

Key Features:

• Create Multiple Tasks from Lead.
• New task will be linked with Lead.

Create Task from the Lead

Fill details of the Task

Tasks linked with the Lead

Task Checklist

This Odoo application allows you to create Checklist for Task and you can link Checklist with the Task. Checklist Percentage will be shown based on those checklist which are completed.

Key Benefits:

• Separate menu for creating Checklist for Task.
• Link multiple Checklists with the Task.
• You can Complete or Cancel linked checklist of the Task.
• Checklist Percentage will be shown with the checklist on Task.
• Checklist percentage will be count based on number of completed checklists of Task.
• Checklist Percentage is also shown on the Kanban View of Task.
• Note : Only user with Allow Complete/Cancel Task Checklist access right can Complete or Cancel checklist on Task.

Separate menu for Task Checklist

Checklist linked with the Task

Checklist Percentage displayed on the Kanban view of Task

Project Task Mass Update

For Helping to easily update task value.

Key Features:

• Easy to update Multipal task value.
• Task update multipal option like:
  • Update Assigned to for Selected Task
  • Update Date to for Selected Task
  • Update Tags to for Selected Task
  • Update Status to for Selected Task

Select multipal Task and click on Update Mass Task

Update Mask Task : Update Assigned to for Selected Task

Project Task : Updated Assigned To

Update Mask Task : Update Date

Project Task : Date Updated

Update Mask Task : Update Tags

Project Task : Tags Updated

Update Mask Task : Status Update

Project Task : status updated

Project And Task Priority

This application allows you to set priority on projects and tasks .

Key Features:

• Set Priority on Project.
• Project Priority added in form view and kanban view of Project.
• Set Priority on Task.
• Task Priority added in form view and kanban view of Task.

Project Priority : Kanban View

Project Priority : Form View

Task Priority : Kanban View

Task Priority : Form View

Sub Project Management

This module helps manage sub-projects within a main project. It allows users to create and link sub-projects under a parent project, making it easier to organize and track related tasks and progress. It improves visibility and control over complex projects by breaking them into manageable units.

Key Features:

• Allows creation multiple sub-projects under a main project.
• Supports hierarchical project structure for a better task.
• Helps manage big projects by dividing them into smaller parts.
• Link sub-projects under a parent project.

Project Form View

Into the Sub Project page we can add the multiple sub-projects, also see the subproject details via smart button

Click on "Sub Projects" Smart Button.

Click on "Sub Projects" Smart Button to show the Sub Project List.

Sub Project Form View

we can see the parent project into the sub-project form view

Projects List view

we can see the parent project name into the particular sub project

Project Milestone

This module introduces milestone management for Odoo projects. It enables users to define milestone stages (e.g., Planned, In Progress, Done), create milestones, assign them to projects, and automatically track progress. When a milestone is created and assigned to a project, it is automatically linked to that project. As a result, users can view all related milestones directly within the project form. The system calculates the achievement percentage for each project based on how many of its milestones are in the Done.

Key Features:

• Define custom milestone stages.
• Create milestones and assign them to a project.
• Automatically link each milestone to its assigned project.
• View all milestones directly within the related project.
• Automatic calculation of project achievement based on done milestones.

Access milestones directly from the project. The achievement percentage is calculated based on the number of milestones in the 'Done'

Milestone Details as PDF Report

Configurations Milestone Stages

Create Project Milestone from here

Project Milestone Form view

Mass Project Task Stages

Mass Project Task Stages helps you manage project stages in Odoo more easily. With a simple wizard, project managers can quickly update the stages of any project. You can either add new stages to the current ones or replace all stages with a new set. The module also includes a Project Template feature. This lets you create templates with ready-made stages. When you choose a template for a project, all the stages from that template are added automatically

Main Features:

• You can update the mass project stages quickly.
• Easy to manage multiple project stages.
• Create templates with predefined stages for quick setup and consistency.

Select a template and it will automatically load stage.

You can view the project stages here.

Click on update project stages menu.

Select stages and then click on update button.

You can view the updated project stages here.

Choosing the "Replace" option will remove the old stages and update the project with the new stages.

View the updated project stages after replacement here.

Project stages updated.

You can view the stage templates from here.